See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,126 | $132,634-56.2% | $115,768-49.8% | $137,256-57.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 10.03% | 160.70%-150.7pp | 100.46%-90.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,715 | $3,360-49.0% | $2,940-41.7% | $4,156-58.7% |
| Participant deferral / active EE | $5,523 | $5,619-1.7% | $4,917+12.3% | $6,407-13.8% |
| Admin fee / account holder | $95,540 | $15,028+535.8% | $12,439+668.0% | $12,270+678.6% |